Executive Administrative Assistant

Are you a team player? Are you curious to learn? Are you interested in working in meaningful projects? Do you want to work with cutting-edge technology? Are you interested in being part of a team that is working to transform and do things differently? If so, LPL Financial is the place for you!

Excited to learn more? If so, then this could be the role for you! 

Job Overview:

In this role, you will provide onsite executive administrative support to the EVP overseeing our Client Insights & Experience team, including managing calendars and meeting schedules, coordination and preparation of meeting materials, supporting home office needs, managing travel & expenses, playing a key role in employee engagement coordination, and other duties as assigned. A key member of our team, you’ll also support 4 SVP’s in Client Success Innovation & Delivery to support meeting schedules, travel and expenses reporting.  Executive assistants to the firm senior leaders are also part of the admin community within LPL, to collaborate and align efforts across the firm, and support home office location specific needs.

Responsibilities:

• Handle all day-to-day responsibilities to support CSID leadership. This includes and is not limited to answering multiple phone lines, scheduling and coordinating meetings, collecting meeting materials and other general administrative functions.

• Calendar all meetings and keep executives current with any changes; provide materials, coordinate technology support and order food/beverages where applicable for onsite events.

• Anticipate executive’s needs to organize and streamline daily deliverables.

• Travel coordination:  arranging all aspects of travel including air, lodging, and transportation in conjunction with the corporate travel department.

• Management of expenses: organize receipts, timely input in Concur, to meet billing schedules.

• Prepare and review all documents for meetings as well as any department communications.

• Project management and coordination of special projects for the key stakeholders.

• Support set up and on-boarding of new team members to CSID, including team announcements.

• Serve as a go-to resource for executive and other staff members.

• Create solid working relationships with other administrative staff within the department.

• Work professionally with senior executives and partners, think and work independently, be proactive, handle confidential information and work effectively and efficiently.

• Other ad hoc projects as assigned.

What are we looking for?

We want strong collaborators who can deliver a world-class client experience. We are looking for people who thrive in a fast-paced environment, are client-focused, team oriented, and are able to execute in a way that encourages creativity and continuous improvement.

Requirements:

• Associate's or Bachelor's degree preferred.

• Minimum of 5 years of experience in an executive assistant role in a fortune 500 company or large matrixed organization.

Core Competencies:

• Extensive experience and comfort working with high level executives; this is a high visibility position. 

• Proven success working across multiple time zones.

• Ability to prioritize and work efficiently in a fast-paced environment.

• Interact well with peers, senior managers, and other leaders in the company.

• Excellent organizational and customer service skills.

• Excellent oral and written communication skills.

• Requires strong attention to detail and ability to prioritize tasks.

• Ability to meet deadlines and multi-task in a fast-paced environment.

• Previous project management experience preferred, but not required.

Preferences:

• Exceptional knowledge of all Microsoft applications - Excel, PowerPoint, Outlook, Word (MS Office Certification or equivalent operating knowledge preferred).

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LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader* in the markets we serve, supporting more than 22,000 financial advisors, 1,100 institution-based investment programs, and 500 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.

Pay Range:

$25.71-$42.85/hour
 Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play – such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer!
 

Company Overview:

LPL Financial Holdings Inc. (Nasdaq: LPLA) was founded on the principle that the firm should work for advisors and institutions, and not the other way around. Today, LPL is a leader in the markets we serve, serving more than 23,000 financial advisors, including advisors at approximately 1,000 institutions and at approximately 580 registered investment advisor ("RIA") firms nationwide. We are steadfast in our commitment to the advisor-mediated model and the belief that Americans deserve access to personalized guidance from a financial professional.

At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.

Join LPL Financial: Where Your Potential Meets Opportunity

At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation’s leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services.

Why LPL?

• Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here!

• Limitless Career Potential: Your career at LPL has no limits, only amazing potential. Learn more about our careers here!

• Unified Mission: We are one team on one mission—taking care of our advisors so they can take care of their clients. Learn more about our mission and values here!

• Impactful Work: Our size is just right for you to make a real impact. Learn more here!

• Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds. Learn more here!

• Community Focus: We care for our communities and encourage our employees to do the same. Learn more here!

• Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. Learn more here!

Join the LPL team and help us make a difference by turning life’s aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.

Information on Interviews:

LPL will only communicate with a job applicant directly from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom forum.  During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant’s bank or credit card.  Should you have any questions regarding the application process, please contact LPL’s Human Resources Solutions Center at (855) 575-6947.

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